Notify me when WOOSTER CORTHELL WEALTH MANAGEMENT, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 64 | $540,004,212 | +$52,573,375 | -$40,070,413 | +$12,502,962 | MGC, VTI, SCHF, ITOT, VO | 13F-HR | 14 Jul 2025, 13:37 |
| Q1 2025 | 65 | $488,760,719 | +$40,796,122 | -$6,208,595 | +$34,587,527 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 08 May 2025, 10:09 |
| Q4 2024 | 53 | $459,427,158 | +$37,802,606 | -$11,099,840 | +$26,702,766 | MGC, VTI, ITOT, SCHF, VGIT | 13F-HR | 16 Jan 2025, 11:18 |
| Q3 2024 | 52 | $468,942,959 | +$7,463,765 | -$5,688,451 | +$1,775,314 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 21 Oct 2024, 13:36 |
| Q2 2024 | 51 | $441,951,543 | +$3,235,958 | -$4,685,437 | -$1,449,479 | MGC, VTI, ITOT, SCHF, VGIT | 13F-HR | 25 Jul 2024, 17:03 |
| Q1 2024 | 50 | $436,963,913 | +$6,622,672 | -$6,997,049 | -$374,377 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 29 Apr 2024, 20:42 |
| Q4 2023 | 49 | $415,271,871 | +$13,210,254 | -$10,818,296 | +$2,391,958 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 18 Jan 2024, 09:38 |
| Q3 2023 | 48 | $378,391,362 | +$7,702,338 | -$5,112,552 | +$2,589,786 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 27 Oct 2023, 17:38 |
| Q2 2023 | 46 | $392,014,666 | +$3,685,360 | -$1,547,026 | +$2,138,334 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 17 Jul 2023, 21:51 |
| Q1 2023 | 45 | $374,210,822 | +$1,969,904 | -$1,814,499 | +$155,405 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 01 May 2023, 20:54 |
| Q4 2022 | 45 | $353,141,710 | +$4,594,111 | -$4,888,337 | -$294,226 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 25 Jan 2023, 07:30 |
| Q3 2022 | 47 | $333,057,000 | +$6,703,452 | -$2,180,514 | +$4,522,938 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 31 Oct 2022, 18:20 |
| Q2 2022 | 47 | $351,391,000 | +$27,826,831 | -$24,489,053 | +$3,337,778 | MGC, VTI, SCHF, ITOT, VGIT | 13F-HR | 21 Jul 2022, 20:41 |
| Q1 2022 | 41 | $403,967,000 | +$7,519,048 | -$860,161 | +$6,658,887 | MGC, VTI, VGIT, ITOT, SCHF | 13F-HR | 27 Apr 2022, 17:16 |
| Q4 2021 | 43 | $422,118,000 | +$10,156,180 | -$5,585,370 | +$4,570,810 | MGC, VTI, VGIT, ITOT, SCHF | 13F-HR | 27 Jan 2022, 21:41 |
| Q3 2021 | 45 | $399,130,000 | +$6,855,336 | -$1,605,306 | +$5,250,030 | MGC, VTI, VGIT, ITOT, SCHF | 13F-HR | 22 Oct 2021, 07:11 |
| Q2 2021 | 44 | $397,809,000 | +$12,402,149 | -$2,831,581 | +$9,570,568 | MGC, VTI, VGIT, ITOT, SCHF | 13F-HR | 30 Jul 2021, 20:38 |
| Q1 2021 | 42 | $368,013,000 | +$10,954,845 | -$4,268,218 | +$6,686,627 | MGC, VTI, VGIT, ITOT, SCHF | 13F-HR | 22 Apr 2021, 20:54 |
| Q4 2020 | 45 | $350,910,000 | +$11,623,109 | -$4,439,630 | +$7,183,479 | MGC, VTI, VGIT, ITOT, SCHF | 13F-HR | 27 Jan 2021, 17:23 |
| Q3 2020 | 45 | $310,730,000 | +$8,673,599 | -$5,023,564 | +$3,650,035 | MGC, VTI, VGIT, ITOT, SCHF | 13F-HR | 04 Nov 2020, 21:51 |
| Q2 2020 | 46 | $290,776,000 | +$14,060,580 | -$7,996,766 | +$6,063,814 | MGC, VTI, VGIT, SCHF, ITOT | 13F-HR | 24 Jul 2020, 17:13 |
| Q1 2020 | 45 | $248,269,000 | +$107,308,953 | -$57,884,787 | +$49,424,166 | MGC, VTI, VGIT, SCHP, SCHF | 13F-HR | 16 Apr 2020, 11:42 |
| Q4 2019 | 39 | $240,651,000 | +$2,630,576 | -$799,330 | +$1,831,246 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 06 Feb 2020, 19:01 |
| Q3 2019 | 38 | $223,392,000 | +$2,488,616 | -$1,123,483 | +$1,365,133 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 30 Oct 2019, 09:34 |
| Q2 2019 | 38 | $222,674,000 | +$1,419,883 | -$806,338 | +$613,545 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 31 Jul 2019, 10:57 |
| Q1 2019 | 38 | $216,113,000 | +$32,601,004 | -$14,930,001 | +$17,671,003 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 19 Apr 2019, 14:35 |
| Q4 2018 | 34 | $178,719,000 | +$9,162,106 | -$5,875,554 | +$3,286,552 | MGC, SCHF, VTI, SCHX, SCHP | 13F-HR | 31 Jan 2019, 08:26 |
| Q3 2018 | 34 | $203,116,000 | +$7,235,216 | -$2,237,112 | +$4,998,104 | MGC, SCHF, VTI, SCHX, SCHP | 13F-HR | 19 Oct 2018, 17:30 |
| Q2 2018 | 33 | $189,999,000 | +$2,614,091 | -$1,439,678 | +$1,174,413 | MGC, SCHF, VTI, SCHX, SCHP | 13F-HR | 16 Jul 2018, 10:36 |
| Q1 2018 | 35 | $187,499,000 | +$23,542,259 | -$24,743,994 | -$1,201,735 | MGC, SCHF, SCHX, VTI, SCHP | 13F-HR | 01 May 2018, 16:55 |
| Q4 2017 | 36 | $190,679,000 | +$2,680,763 | -$802,665 | +$1,878,098 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 02 Feb 2018, 16:55 |
| Q3 2017 | 34 | $181,533,000 | +$977,366 | -$2,773,764 | -$1,796,398 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 20 Oct 2017, 11:42 |
| Q2 2017 | 33 | $175,316,000 | +$5,734,574 | -$1,811,247 | +$3,923,327 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 25 Jul 2017, 11:56 |
| Q1 2017 | 28 | $165,682,000 | +$5,010,490 | -$1,403,917 | +$3,606,573 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 14 Apr 2017, 17:03 |
| Q4 2016 | 24 | $153,253,000 | +$12,563,171 | -$12,178,731 | +$384,440 | MGC, SCHF, SCHX, VTI, VGIT | 13F-HR | 02 Feb 2017, 08:01 |
| Q3 2016 | 26 | $151,330,000 | +$3,711,538 | -$1,429,243 | +$2,282,295 | MGC, VTI, SCHX, VEA, SCHF | 13F-HR | 14 Oct 2016, 16:45 |
| Q2 2016 | 23 | $142,340,000 | +$71,097,485 | -$66,074,118 | +$5,023,367 | MGC, VTI, SCHX, VEA, VGIT | 13F-HR | 08 Aug 2016, 09:44 |
| Q1 2016 | 17 | $135,544,000 | +$28,303,716 | -$32,146,819 | -$3,843,103 | VEA, SCHA, VTI, VO, VGIT | 13F-HR | 04 May 2016, 10:27 |
| Q4 2015 | 20 | $138,935,000 | +$10,135,513 | -$8,294,324 | +$1,841,189 | VTI, VEA, SCHA, VCSH, VO | Restatement | 03 Feb 2016, 17:20 |
| Q3 2015 | 18 | $133,392,000 | +$3,424,879 | -$1,048,860 | +$2,376,019 | VTI, VEA, VCSH, SCHA, SCZ | 13F-HR | 26 Oct 2015, 19:50 |
| Q2 2015 | 21 | $141,816,000 | +$9,748,647 | -$9,192,256 | +$556,391 | VTI, VEA, SCHA, VCSH, SCZ | 13F-HR | 24 Jul 2015, 17:24 |
| Q1 2015 | 20 | $143,295,000 | +$19,258,309 | -$13,407,129 | +$5,851,180 | SCHA, VTI, VEA, VCSH, VO | 13F-HR | 04 May 2015, 07:11 |
| Q4 2014 | 21 | $133,235,000 | +$15,866,547 | -$13,248,458 | +$2,618,089 | SCHA, VTI, VCSH, VO, VNQ | 13F-HR | 03 Feb 2015, 14:40 |
| Q3 2014 | 21 | $127,077,000 | +$23,777,274 | -$38,302,188 | -$14,524,914 | VTI, SCHA, VCSH, VO, EFA | 13F-HR | 17 Oct 2014, 10:15 |
| Q2 2014 | 21 | $147,059,000 | +$5,231,981 | -$31,522 | +$5,200,459 | SCHA, VCSH, IJH, VIG, FLOT | 13F-HR | 15 Jul 2014, 13:08 |
| Q1 2014 | 21 | $137,914,000 | +$24,163,323 | -$21,275,396 | +$2,887,927 | SCHA, VCSH, IJH, SCZ, VIG | 13F-HR | 11 Apr 2014, 10:08 |
| Q4 2013 | 21 | $133,296,000 | $0 | $0 | $0 | SCHA, VCSH, IJH, VTI, FLOT | Restatement | 21 Jan 2014, 12:58 |